Quotation
Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions.
Create and Manage Quotation
You can add a quotation to the opportunity
To add quotation
Go to Sales and click on Opportunity
Click on the opportunity title to see all the details
Inside the details page, click on the other tab
On this page, click on +Quotation to add quotation details
Add all the details and save the form
Your quotation will get added in Quotation Details
View Quotation
To view the Quotation
Go to Opportunity Details
Click on the Action menu (3 vertical dots) 
in quotation details for the quotation that you would like to view and click the View button
You can see all the details of your quotation. Here you can Download/Print quotation details and share on WhatsApp
Edit Quotation
To view the Quotation
Go to Opportunity Details
Click on the Action menu (3 vertical dots) 
in quotation details for the quotation which you would like to edit and click the Edit button
Add all the details and Save
Delete Quotation
To delete the Quotation
Click on the Action menu (3 vertical dots) 
in quotation details for the quotation that you would like to delete and click the Delete button
Give your confirmation in the popup and the record will be deleted
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